Changing periods

Use this procedure to change periods:

  1. Sign in to Infor d/EPM Platform Dashboard.
  2. Select FSM Reports > CloudSuite Financials > Financial Reports > GL Reports > Finance Report Any Dimension.
  3. Place your pointer over the current period in a column. The cursor changes to a hand.
  4. Click the current period column and select Current Period Selection. The calendar hierarchy is displayed.
  5. Click the previous year column. Select Previous Period Selection to open the calendar hierarchy. Select Previous Period based on Current Period to set the period to the previous year
  6. The same options are available on the YTD period column. Each period column must be set to the value that you intend it to represent.
  7. You can change the rows in the report by selecting a dimension from the filter and moving it to the row. The dimensions that you can move are highlighted in blue.
  8. To move a dimension from the filter section to the row, click and hold the dimension. Move it down to the rows. It is in the correct place when a green check mark is displayed. Release the click.